See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,463 | $162,781-72.1% | $133,956-66.1% | $158,922-71.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 15.71% | 41.94%-26.2pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,427 | $4,975-71.3% | $3,919-63.6% | $4,761-70.0% |
| Participant deferral / active EE | $1,797 | $5,911-69.6% | $5,048-64.4% | $5,982-70.0% |
| Admin fee / account holder | $591 | $11,736-95.0% | $8,927-93.4% | $11,246-94.7% |